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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ELEMENT SQUARED PRIVATE WEALTH

ELEMENT SQUARED LLC, CRD 311284

MINNEAPOLIS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2348af3a-99f2-6024-99ab-7fcf747ead1e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Jul 21, 2023 to Sep 15, 2026
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $203MItem 5.F on the latest filing (2026-09-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $203M
Private client RAUM: $203MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $33.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 478
Individual clients: 397
High net worth clients: 81
SEC number: 801-128607
CIK: 2086643
CRD: 311284
Filings on the tape: 11
First filed: Jul 21, 2023
Latest filed: Sep 15, 2026
Organised: Limited Liability Company, MN
Website: elementsquared.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DREW M SWEETMAN	n/a	MINNEAPOLIS, MN	5	19	2	no
CHAD JONATHAN RUSTEN	Chartered Financial Consultant	MINNEAPOLIS, MN	5	33	3	no
CURTIS E MYRAN	n/a	MINNEAPOLIS, MN	5	14	n/a	no
Dominick Alexander Calvin	n/a	MINNEAPOLIS, MN	4	16	n/a	no
Wyatt Schuster	n/a	MINNEAPOLIS, MN	3	13	n/a	no
JACOB ABBOTT	n/a	MINNEAPOLIS, MN	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SWEETMAN, DREW, M	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	08/2020	Jul 21, 2023	Dec 18, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ELEMENT INSURANCE LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 27, 2026	$203M	$203M	7	6	n/a	n/a
2024	Apr 17, 2025	$168M	$168M	6	6	n/a	n/a
2023	Jan 11, 2024	$106M	$106M	6	6	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$203M	$168M	20.9%	n/a	n/a	7	6	0	0

Relationships

Registered with (7)

← JACOB ABBOTTAdvisorregistration: current employment
Nov 17, 2025 to presentfactForm ADV
← Wyatt SchusterAdvisorregistration: current employment
Apr 27, 2023 to presentfactForm ADV
← Dominick Alexander CalvinAdvisorregistration: current employment
Jun 15, 2022 to presentfactForm ADV
← CURTIS E MYRANAdvisorregistration: current employment
Jun 2, 2021 to presentfactForm ADV
← CHAD JONATHAN RUSTENAdvisorregistration: current employment
Feb 16, 2021 to presentfactForm ADV
← DREW M SWEETMANAdvisorregistration: current employment
Dec 22, 2020 to presentfactForm ADV
← Alexander Shand DouglasAdvisorregistration: previous registration
Jun 1, 2021 to Mar 12, 2024factForm ADV

Controls (1)

← SWEETMAN, DREW, MOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jul 21, 2023 to Dec 18, 2024factForm ADV

Dated events

Occurred
Mar 12, 2024
Advisor changed firm
Alexander Shand Douglas left Element Squared Private Wealth for Pruco Securities, Llc (registered 2024-04-01)
Form ADVobserved 6 days ago
Occurred
Jul 21, 2023
First Form ADV filing
Element Squared Private Wealth filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2348af3a-99f2-6024-99ab-7fcf747ead1e
First observed: Jul 21, 2023
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ELEMENT SQUARED PRIVATE WEALTH

ELEMENT SQUARED LLC, CRD 311284

MINNEAPOLIS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2348af3a-99f2-6024-99ab-7fcf747ead1e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:50 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DREW M SWEETMAN

n/a

MINNEAPOLIS, MN

CHAD JONATHAN RUSTEN

Chartered Financial Consultant

MINNEAPOLIS, MN

CURTIS E MYRAN

n/a

MINNEAPOLIS, MN

n/a

Dominick Alexander Calvin

n/a

MINNEAPOLIS, MN

n/a

Wyatt Schuster

n/a

MINNEAPOLIS, MN

n/a

JACOB ABBOTT

n/a

MINNEAPOLIS, MN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SWEETMAN, DREW, M

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

08/2020

Jul 21, 2023

Dec 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ELEMENT INSURANCE LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 27, 2026

$203M

n/a

2024

Apr 17, 2025

$168M

n/a

2023

Jan 11, 2024

$106M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$203M

$168M

20.9%

n/a